JHMMJohn Hancock Multifactor Mid Cap ETF

Grow my money10y track recordRanked #427 of 2,960 in this goal

To seek to provide investment results that closely correspond to the performance of the John Hancock Dimensional Mid Cap Index.

By John Hancock · Launched 2015

Annual Cost

0.41%

#2,111 of 5,562 · average

Fund Size

$5.6B

#415 of 5,562 · large

Return (1Y)Goal

+25.6%

Track Record

10 years

#1,351 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,307+23.1%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Mid

Strategy

Index tracking

Factor

Multifactor

Index tracked

John Hancock Dimensional Mid Cap Index

What it actually holds

By weight

Concentration

Top 10 holdings = 6.2% of fund✓ well diversified

Western Digital Corporation

1.0%

Sandisk Corporation

0.8%

Ciena Corporation

0.7%

Seagate Technology Holdings Public Limited Company

0.7%

Warner Bros. Discovery Inc.

0.6%

Coherent Corp.

0.5%

AMETEK Inc.

0.5%

Monolithic Power Systems Inc.

0.5%

The Hartford Insurance Group Inc.

0.5%

Teradyne Inc.

0.5%

Asset allocation

Stocks

99.5%

Cash

0.5%

By sector

Technology

19.3%

Industrials

19.0%

Financial Services

14.8%

Consumer Cyclical

10.8%

Healthcare

10.5%

Real Estate

5.2%

Utilities

5.1%

Energy

4.8%

Other

10.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

14.4%Moderate

Year-on-year price swings

Max drawdown

-40.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.77Decent risk-adjusted returns

Sortino (3Y)

1.13Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: To seek to provide investment results that closely correspond to the performance of the John Hancock Dimensional Mid Cap Index.
Strategy: Invests primarily in securities that compose the John Hancock Dimensional Mid Cap Index, which includes U.S. companies ranked 200th to 951st by market capitalization. The Index uses a rules-based multifactor approach to adjust weights based on market cap, relative price, and profitability, with a cap of 4% on individual companies. The Index is reconstituted and rebalanced semiannually, and the fund may concentrate its investments in specific industries as the Index does.
Inception date: September 28, 2015
Fund family: John Hancock